Zapier is structured so that you pick a trigger and then an action. In our integration, checking off the relevant task is going to trigger the zap. The zap will then take the file and store a copy of it in Google Drive.

Connecting Process Street as your trigger

Click on Make a Zap and select Process Street

Set the trigger as New Attachment

Select the Process Street account you want to connect with, or connect a new one

Select the template you want to connect to from the options

Select to specify the author if multiple people are likely to be running this checklist. Test the zap to make sure it works and move on to the next stage.

Connecting Process Street to Google Drive

Select Drive as your action and choose Upload File

Zapier will ask you to authorize your Google Drive account through a Google login. Select which Google account you wish to have associated with the Zap.

Select where in the Drive you wish to save the file

Make sure to select the Process Street form field to copy from. Now run your checklist, upload a file, and complete the task.